Redrawing Documents (Title Workflow)

This article is specific to the Lender process with our Encompass integration.

Review these scenarios for the next steps to take after a lender has redrawn documents.

Important: When documents are redrawn, the previous documents will be canceled, and this action cannot be undone.

How to check if a Meeting has been added to an Order

To check this, from the Order/File, select the Meetings tab:

If a Meeting has been created from the Order, you will see it under the Meetings tab. If that tab is blank, no meeting has been created for this Order.

Before a meeting has been created 

Situation: Lender documents have been rejected, or a new version (redraw) of the documents has been received before you create the meeting.

Next Steps:

The prior Lender documents will be auto-canceled when the redraw is received in Stavvy. You can view them on the Canceled Documents tab in the Order and Canceled section of the Meeting.

1. Follow the standard meeting creation workflow.
2. When you create a Meeting from this Order, the redrawn documents will show as an option to include in the Meeting; the rejected documents will not.

After a meeting has been created 

Situation: After creating your Meeting, you encounter an error and reject the documents, or the Lender sends a new version (redraw) of the documents. 

Next Steps:

The prior Lender documents will be auto-canceled when the redraw is received in Stavvy. You can view them on the Canceled Documents tab in the Order and Canceled section of the Meeting.

1. Go to the Order in Stavvy. If you're on the Meeting, click Go to file in the upper right corner next to the Actions button.
2. Click the Documents tab.
3. Select the Filter button --> Attached to --> Not attached
4. Click the checkbox to select all the documents. Click the Attach to Meeting button.  
5. A confirmation window will open. Click Add to Meeting to finish adding the documents to the meeting.

After the meeting has been completed

Situation: Errors were identified in the Lender's documents, and the meeting was ended. Documents need to be redrawn, and a new closing meeting needs to be scheduled. 

Next Steps:

1. If not already, notify the Lender that new documents are needed and why.
2. When the Lender sends new documents to Stavvy, you will receive an email that new documents have been uploaded to the File.
3. Go to the Order in Stavvy.
4. Click Meetings and select the completed meeting.
5. Click Actions in the upper-right and then Add Meeting to create the new meeting.
6. Go back to the Order in Stavvy.
7. Click the Documents tab.
8. Select the Filter button --> Attached to --> Not attached
9. Click the checkbox to select all the documents. Click the Attach to Meeting button.  
10. A confirmation window will open. Click Add to Meeting to finish adding the documents to the meeting.